Investor Services
With over 30 years of experience in real estate, Portfolio Properties knows that an investor needs more than just a broker for their deals. They need someone to coach them through the process of finding valuable investments, analyzing and comparing operating costs and profits, selecting professional management services, and packaging assets and data. Our brokerage services will aid you in every step of the process and give you the confidence and expertise to make wise investments.
Brokerage
With over 28 years of experience, Portfolio Properties will work to make your investment as valuable as it can be
1031 Tax Deferred Exchange
Selling a property? Let us help you avoid capital gains tax by reinvesting through a 1031 exchange.
Financing
Let Portfolio Properties assist you in financing and raising the necessary capital for your next big investment.
Tax Shelter
Portfolio Properties can assist you with developing a tax strategy to lower what you owe on your investments.
Consulting
Consultanting services to advise, create strategies and planning, testify as an expert witness in court proceedings, etc
Annual Property Operating Data (APOD)
APODs are the cornerstone of smart real-estate investing. These detailed and customized reports contain information on a property’s annual financial performance for the first year and allow you to predict your expected cash flow. Initial investment, financing, income, and operating expenses are all gathered and calculated to demonstrate a properties true investment potential, giving you the insight needed to choose the right deal for you.
Portfolio Properties provides these custom APODs with each property that we recommend to our investors.
The Deal Room
The Deal Room is your personal portal to a selection of custom-picked investment properties and research documents tailored specifically to your investment goals. After assessing your financial capabilities and ambitions, a private and custom-designed deal room is created to present our recommendations, offering memorandums, APODs (Annual Property Operating Data), and other research documents.
The Deal Room is also designed around your life-goals to establish a clear vision of your desired financial future and to motivate you to make your financial dreams come true.
Custom-picked investment properties
Offering memorandums
APOD reports and research documents
Private access and file storage
Inspiring visuals and motivation
Sales & Marketing Materials
In addition to helping you visualize and achieve your financial dreams, Portfolio Properties can also help you share these visions with others. Our team of creative designers will prepare the marketing materials necessary to capture the attention of potential buyers. An online listing with basic sales information can only say so much; so we choose to enrich our buyer’s experience with multi-media.
From custom websites and pitch decks to render drawings and aerial drone footage, we have the capabilities to bring your property’s story to life.